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Next we will propose a task plan to make the most of the 30 days of free trial. They are grouped into four weeks.
All tasks can be carried out with the user informed by our team.
At the end of each task, an approximate estimate of the time required is indicated (1 hour per week to avoid overloading yourself) and a link to the help page where they can answer the main questions. In addition, our help desk is always available to make inquiries.
The recommended tasks for each week do not necessarily have to be completed on the same day.
Etapa 1
Objective: Register Contacts, Income/Expenses Concepts, Products, and visit the Configuration menu screens.
- [ ] Creation of 2 Contacts. (10 minutes)
- [ ] Creation of Concepts (10 minutes)
- [ ] 3 Concepts of Income
- [ ] 3 Concepts of Expenses
- [ ] Creation of 3 Products (25 minutes)
- [ ] Use the grid for search and order
- [ ] Visit the Preferences Settings (5 minutes)
- [ ] Visit the Organization Data (5 minutes)
- [ ] Visit the User Profile (5 minutes)
Etapa 2
Objectives: Use records created in week 1, record Income and Expenses movements, Purchase Orders, Purchases and know the Massive Product Update screens.
- [ ] Review Week 1 (3 min)
- [ ] Visit Contacts
- [ ] Visit Concepts
- [ ] Visit Products
- [ ] Register a Money Income Movement (2 minutes)
- [ ] Register a Money Outflow Movement (2 minutes)
- [ ] Register a Inventory count of 3 products (5 minutes)
- [ ] Register 2 Purchase Orders (10 minutes)
- [ ] Update an Order until Cancel.
- [ ] Update an Order until Approved (this creates a purchase)
- [ ] Advance the Purchase Created until Approval (10 minutes)
- [ ] Check stock status of Purchased Products (5 minutes)
- [ ] Visit Mass Product Update (10 minutes)
- [ ] Cost Update
- [ ] General Data Update
- [ ] Price Update
- [ ] Visit the Inventory Movements (2 minutes)
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